SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 799 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,141,928 | -13.3% | 62,093 | -10.3% | 2.04% | -16.9% |
| Q2 2023 | $3,625,419 | +104048.8% | 69,227 | -3.8% | 2.46% | -24.8% |
| Q1 2023 | $3,481 | +3.0% | 71,963 | -3.9% | 3.26% | +2.4% |
| Q4 2022 | $3,381 | -99.9% | 74,884 | -4.2% | 3.19% | +10.1% |
| Q3 2022 | $3,312,000 | +3.0% | 78,201 | +8.6% | 2.90% | +8.0% |
| Q2 2022 | $3,216,000 | -20.1% | 72,012 | -3.7% | 2.68% | -3.9% |
| Q1 2022 | $4,025,000 | -50.8% | 74,749 | -0.4% | 2.79% | -7.1% |
| Q4 2021 | $8,187,000 | +114.7% | 75,076 | +104.8% | 3.00% | -2.2% |
| Q3 2021 | $3,813,000 | +1.3% | 36,651 | +1.2% | 3.07% | +1.4% |
| Q2 2021 | $3,764,000 | +10.3% | 36,205 | +1.9% | 3.03% | -4.1% |
| Q1 2021 | $3,412,000 | +15.7% | 35,528 | +9.6% | 3.16% | +1.7% |
| Q4 2020 | $2,949,000 | +51.9% | 32,428 | +23.8% | 3.10% | +5.8% |
| Q3 2020 | $1,942,000 | 0.0% | 26,204 | 0.0% | 2.93% | 0.0% |
| Q2 2020 | $1,942,000 | +55.9% | 26,204 | +28.8% | 2.93% | +9.5% |
| Q1 2020 | $1,246,000 | -25.9% | 20,341 | -7.1% | 2.68% | -14.1% |
| Q4 2019 | $1,681,000 | +16.2% | 21,888 | +7.3% | 3.12% | +5.1% |
| Q3 2019 | $1,447,000 | +21.7% | 20,395 | +20.4% | 2.96% | +16.4% |
| Q2 2019 | $1,189,000 | +52.2% | 16,935 | +46.6% | 2.55% | +86.5% |
| Q1 2019 | $781,000 | +266.7% | 11,548 | +223.8% | 1.37% | +204.9% |
| Q4 2018 | $213,000 | – | 3,566 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |